Now, more than at any time in the past, you and your family need good financial advice to help you make the most of your income and assets. The Secure Financial Services Group will provide you with comprehensive financial advice and assistance. We can help you in the ongoing process of arranging and coordinating your financial affairs and achieving your personal goals and objectives. We can only b
e successful by pursuing this objective. Based in the Hunter Valley, Principal Financial Advisor - SandraSargeant (DipFS (FP), DipFS (MB), DipBus, DipMgmt), with 35 years of accounting, business management, and financial services experience, specialises in assisting her clients with innovative strategies to help build and maximise their wealth. Sandra’s areas of expertise, coupled with her passion for property, provide an excellent base for advising on a wide range of wealth creation strategies. Sandra is both a qualified Financial Advisor and a Credit Advisor with extensive experience in providing her clients with effective tax efficient strategies to build and maximise their wealth; be they a young couple starting out, an experienced investor or with a complex business and investment structure. Sandra has a multi disciplined background that includes accounting, business management, legal, and financial services experience. This provides an excellent base for advising on asset protection, property and wealth creation strategies for the individual and the business investor and for SMSF’s. Sandra is also an experienced speaker, educator and trainer.
“I take a holistic approach when assisting clients that includes looking at their short, medium and long term goals and plans. Borrowers have often been encouraged to get into debt. I educate my clients as we go through the process in order that they can make informed decisions and have a road map for the future. Understanding the concepts of ‘good debt’ and ‘bad debt’ and effective loan structuring can greatly assist clients and help to eliminate ‘bad debt’ in the shortest possible time.”
